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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,080 | $85,171+118.5% | $172,753+7.7% | $72,976+155.0% |
| Participation rate | 91.4% | 70.1%+21.4pp | 82.6%+8.8pp | 69.5%+21.9pp |
| Annual return | 25.46% | 27.32%-1.9pp | 803.00%-777.5pp | 81.02%-55.6pp |
| Employer contribution / active EE | $3,128 | $3,324-5.9% | $5,144-39.2% | $2,440+28.2% |
| Participant deferral / active EE | $6,734 | $3,260+106.6% | $5,198+29.6% | $3,608+86.6% |
| Admin fee / account holder | $641 | $5,880-89.1% | $13,956-95.4% | $5,124-87.5% |